Service Credit Membership - Main
This page is used to maintain and display general information about a service credit membership. Open this page using .
Description of Page
Membership Info and Membership ID are displayed on every page. These values only appear after the membership exists on the database. The ID is a system-assigned random number. The Membership Info is a concatenation of important details about the membership.
Membership Status defines the state of the membership.
Refer to Lifecycle of a Membership for more information about membership status.
Click the Activate button to activate a Pending membership. When this button is clicked, the system executes any Membership Activation algorithms that are linked to the service credit membership type.
Click the Inactivate button to transition an Active membership to Inactive. When this button is clicked, you are prompted to provide an Inactive Reason and the system executes any Membership Inactivation algorithms that are linked to the service credit membership type.
Indicate the SC Membership Type. This field is important as it controls numerous aspects of the behavior of the membership and its events.
For more information about what the membership type controls, refer to Setting Up Service Credit Membership Types.
Indicate the Start Date and End Date, which define the period for which this membership is effective. Leave the end date blank if this membership is effective indefinitely. Refer to Stopping a Membership vs. Inactivating a Membership for more information.
If this membership is related to a record in an external system, use the External ID to indicate the unique identifier of the record in the external system.
If events linked to your membership may generate miscellaneous adjustments, indicate the Service Agreement to use for these miscellaneous transactions. The account for this service agreement must be one of the accounts linked to the membership.
The Events grid displays the events linked to the membership. To view any of the events use the drill down button.
If your SCM type indicates that the membership has a balance, the tree at the bottom displays information about the balance of the membership based on the amounts for completed events. If the SCM Type indicates subcategories and/or a fiscal year is required, subtotals for completed events are also displayed for each subcategory / fiscal year and by fiscal year / subcategory, if applicable. If any pending events exist, the tree includes a node with information about these events.